Meramec Financial Planners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Meramec Financial Planners’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$431K	Buy	1,795 +7	+0.4%	+$1.61K	0.16%	77
2026 Q1	$406K	Sell	1,788 -37	-2%	-$8.25K	0.16%	69
2025 Q4	$419K	Buy	+1,825	New	+$399K	0.16%	72

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Meramec Financial Planners's VIG Position: Q2 2026 in Review

Meramec Financial Planners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.39% in Q2 2026, buying an estimated $1.61K and bringing the position to 1,795 shares worth $431K. The position accounts for 0.16% of the portfolio, ranked #77.

Meramec Financial Planners first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Meramec Financial Planners held 1,795 shares of Vanguard Dividend Appreciation ETF worth $431K as of Q2 2026.
Meramec Financial Planners bought 7 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.61K.
Vanguard Dividend Appreciation ETF made up 0.16% of Meramec Financial Planners's portfolio in Q2 2026, its #77 holding.
Meramec Financial Planners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.